San-A (2659) · RiskReframed
Customers’ cost-consciousness driven by inflation
First written in FY2026-H1. 1 of 2 entries say "Reframed", first in FY2027-H1. Latest entry: FY2027-H1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Cautious consumer spending and competition among retail formatsA theme 47 companies write about · 47 as a headwind · 0 as a tailwind
San-A moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).
The whole theme swung hardest in 2018: 16 of 40 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 47 companies compared. The sentences above are computed from all 47.Full recordFilings, disclosures and news, newest first
- FY2027-H1ReframedAnnual report
「At the same time, the challenging business environment continues, including higher procurement prices amid sustained inflation, labor shortages, rising costs of various kinds, and intensifying competition across business formats.」
The wording has changed from the previous reference to customers' preference for economizing to a focus this time on the impact of soaring procurement prices caused by inflation. - FY2026-H1First statedAnnual report
「As continued inflation has led to price increases, customers have become more inclined to economize,」
The company has, for the first time, identified customers’ increased preference for saving as a standalone factor contributing to the difficult operating environment in the retail industry, as a result of higher product prices.